Integrating Financials and Projects

To enable the integration between Financials and Projects:

  1. Enable and configure Financials.

    You do not need to add a Project dimension in Financials.

  2. Enable Projects.

  3. On the Configuration page, select the task Projects Financials Mapping. For each Projects account, map it to the corresponding account in Financials.

  4. As users prepare plans and forecasts, when users want to move data between modules, use one of the following options:

  5. If you enabled Projects in 25.10 or later:
    1. Run the Calculate Project or Calculate Expense rule.
    2. Run the data map Project - FinStmt Reporting.
    3. Run the Rollup rule in the Financials cube.

    Data for all members is pushed from Projects to Financials for common dimensions.

  6. If you enabled Projects prior to 25.10:

    Roll up the Projects cube (using the rules OPF_Rollup Projects and Rollup Project Cube). Data is moved at the aggregate level to Financials. The rule Copy Data to FinStmt runs when you save the form.

    If you want to see data at the project level, you can customize the rule (OFS_Rollup Project Integration Data).

If Projects Is Enabled in 25.10 or Later

Beginning with the 25.10 update, data for all members is pushed from Projects to Financials for common dimensions. In earlier updates, if there was a common dimension in both Projects and Financials, only aggregated values were pushed from Projects to Financials.

If Projects is Enabled Prior to 25.10

If you enabled Projects prior to 25.10, the integration between Financials and Projects is designed to move data at the aggregate level from Projects.

When a planner rolls up the Projects cube (using the rules OPF_Rollup Projects and Rollup Project Cube), the data is moved to Financials. If you want to see data at the project level, you can customize the rule (OFS_Rollup Project Integration Data).